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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,961 | $73,978-52.7% | $96,515-63.8% | $75,173-53.5% |
| Participation rate | 92.2% | 66.4%+25.8pp | 74.3%+17.8pp | 67.2%+25.0pp |
| Annual return | -6.71% | 26.72%-33.4pp | 35.73%-42.4pp | 160.72%-167.4pp |
| Employer contribution / active EE | $3,908 | $2,931+33.4% | $3,740+4.5% | $2,671+46.3% |
| Participant deferral / active EE | $2,496 | $3,660-31.8% | $4,880-48.9% | $4,126-39.5% |
| Admin fee / account holder | $3,782 | $5,219-27.5% | $6,735-43.8% | $5,651-33.1% |